Franking credits, ETF fees & starting from zero – we’re answering your burning questions.
In this episode of the Australian Finance Podcast, your host Gemma Mitchell is joined by Mitchell Sneddon, Head of Funds at Rask and co-host of the Australian Investor Podcast, to tackle your questions!
Questions answered in today’s Q&A
- What a franking credit actually is
- How ETF management fees are taken (and why you don’t see the money leave your account)
- What annual fees look like on an $800,000 portfolio
- Do you need a financial adviser if you have zero investing experience?
- The best first steps to understand investing if you’re just starting out
- Plus: a deep dive into the investing royalty you need to know — Peter Lynch, Charlie Munger and Warren Buffett.
Don’t forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts – and send in your questions via the link below.
Resources for this episode
- The Psychology of Money book
- Episode on investment strategy
- Vanguard report
- Betashare ETF Mitchell spoke of
- Buy Gemma’s book The Money Reset
- Ask a question (select the Finance podcast)
Show partner resources
- Join Pearler using code “RASK” for $15 of Pearler Credit
- Get 50% off your first two months using PocketSmith
- View Betashares range of funds
Rask resources
- All services
- Financial Planning
- Invest with us
- Access Show Notes
- Ask a question
DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you’re confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG)
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